Virtus Health's cycle numbers grow
It perhaps wasn't the trading halt we were waiting for, but the IVF market has returned to growth.
ResMed: Result 2019
Mask sales and software helped deliver another strong result from this sleep apnea titan.
Clydesdale slows to a canter
CEO David Duffy has gone from hero to zero in three years. Is this an opportunity?
Tabcorp's next big jackpot
Tabcorp's lotteries division is a cash flow engine, but wagering brings the growth.
Woodside: a ripple, not a wreck
A poor quarterly report and production uncertainty have crimped Woodside. Should we be worried?
Can Macquarie march on? - Part 2
Macquarie is trading near record highs. What can investors expect from here?
Atlas Arteria's road to growth
Atlas doesn't get as much press as big brother Transurban, but it's far better priced.
ASX earns some leeway
ASX will report reasonable earnings growth this year but don't expect it to continue. The stock looks expensive but great businesses deserve some slack.
Telstra: The invisible bull case
There is a wonderful business buried within Telstra but it's unlikely we will ever see it.
NAB appoints a new chief
A permanent successor to Phil Chronican has been appointed but he won't much change the bank's prospects.
EML Payments: Climbing the pay scale
EML Payments has had a big run up. Is it too late to join the party?
Wesfarmers: Elephant galloping?
Wesfarmers has produced a total return of 35% since we upgraded the stock last year. What do the company's four proposed acquisitions say about its future?
Is Smartgroup a smart buy?
Smartgroup's earnings will grow slower, but the recent fall in the company's share price provides an opportunity for growth and income investors.
Can Macquarie march on? - Part 1
Macquarie has grown and transformed while its peers have stumbled in the past decade. Continued prosperity is not assured writes Rakesh Tummala.
FDV's frontier online classifieds businesses
With 15 investments, one of which may already be worth more than Frontier itself, this company has a decent shot of hitting the big time.
Ansell and the Trump tariffs
A US-China trade war sounds bad, but it might be a blessing for this glove maker.
Ideas Lab: Malty goodness in Graincorp
Here's a way to ride the craft beer revolution. Long-term underperformer Graincorp is demerging its malt division, its best business (by far).
360 Capital morphs into a fund manager
Despite an excellent track record, teaming up with a highly successful dealmaker and launching several funds, the market seems oblivious.
Cochlear, cartels and sustainable pricing
Cochlear's pricing power is so strong that it attracts the wrong kind of attention. Will it last?
ALE Property's new drinking buddies
What does Woolworths' demerger of Endeavour Drinks and ALH mean for ALE Property?
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